Fundamental Analyst - Equity Research

About Company: An AIF Fund office in Mumbai.

Job Description:

- Develop and evaluate trading ideas driven by fundamental catalysts or valuation-based insights across listed equities.

- Conduct comprehensive due diligence on investment opportunities, including valuation analysis for primary and secondary equity offerings.

- Analyze financial statements, industry dynamics, and business models to identify mispriced or overlooked opportunities.

- Create detailed investment memos and recommendations, articulating investment thesis, risk factors, and return expectations.

- Monitor portfolio companies, track corporate events, and stay updated on regulatory, market, and macro developments.

- Interact with company management, industry experts, and sell-side analysts to gather market intelligence and validate assumptions.

- Maintain and enhance internal financial models and valuation tools for screening and benchmarking.

- Collaborate with the Fund Manager to refine portfolio positioning based on fundamental views.

Key Performance Indicators (KPIs):

- Investment Idea Generation.

- Quality of ideas (based on acceptance rate by Investment Committee).

- Portfolio Contribution / Alpha Generation.

- Accuracy of Forecasts & Valuations.

- Research Quality and Timeliness.

- Due Diligence & Execution Support.

- Coverage Expansion & Maintenance.

- Cross-functional Collaboration & Communication.

- Regulatory & Ethical Compliance.

Role Requirements :

- At least 3 years of experience into Institutional level Equity research, specifically into Indian Market.

Educational Qualification: Any Graduate or Post-Graduate

- Preferably from PMS/ Family office or Brokerages.

- Strong networking and relationship-building abilities

- Excellent communication skills

- Background in either sell-side or buy-side equity research

- Prior exposure to small & mid-cap coverage

- Experience handling Small/Mid Cap sectors.